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Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
601
Hudson Valley Investment Advisors
New York
$277K +$68.1K +2,839 +31%
TIA
602
Traphagen Investment Advisors
New Jersey
$277K +$19.7K +822 +7%
PFPT
603
Pinnacle Financial Partners (Tennessee)
Tennessee
$276K -$14.8K -617 -5%
UAS
604
United Asset Strategies
New York
$275K – – –
RC
605
RegentAtlantic Capital
New Jersey
$274K -$310K -12,916 -52%
LIA
606
LS Investment Advisors
Michigan
$274K – – –
RHBC
607
R.H. Bluestein & Co
Michigan
$274K – – –
FWM
608
Fairhaven Wealth Management
Illinois
$274K +$282K +11,764 New
BAM
609
Berkshire Asset Management
Pennsylvania
$270K -$1.08M -44,968 -80%
GT
610
Greenleaf Trust
Michigan
$270K +$278K +11,594 New
BL
611
BFSG LLC
California
$268K +$9.48K +395 +4%
PP
612
Paloma Partners
Connecticut
$268K +$275K +11,475 New
CAM
613
Carret Asset Management
New York
$267K +$3.72K +155 +1%
EB
614
Eastern Bank
Massachusetts
$267K +$274K +11,424 New
MCA
615
Magnolia Capital Advisors
Mississippi
$266K -$9.84K -410 -3%
BWP
616
BSW Wealth Partners
Colorado
$266K -$8.28K -345 -3%
GSWM
617
Golden State Wealth Management
California
$266K +$241K +10,057 +748%
BBI
618
Baxter Bros Inc
Connecticut
$265K – – –
PCIA
619
Prime Capital Investment Advisors
Kansas
$264K -$1.89M -78,656 -87%
OPCM
620
Osborne Partners Capital Management
California
$264K -$32.4K -1,351 -11%
NB
621
NBT Bank
New York
$264K -$13.9K -579 -5%
FPCP
622
Fort Point Capital Partners
California
$263K -$15.9K -664 -6%
FWCM
623
Ferguson Wellman Capital Management
Oregon
$262K -$133K -5,530 -33%
DAS
624
Dynamic Advisor Solutions
Arizona
$262K +$13.2K +552 +5%
RC
625
Roundview Capital
New Jersey
$261K -$50K -2,085 -16%
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